+8,579.1%
TPR vs AEHR
+816.5%
+7,762.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +12.1% | -8.5% | +20.6% | +12.4% |
| 30D | +16.7% | -29.6% | +46.3% | +18.5% |
| 3M | -17.4% | -43.9% | +26.5% | -15.3% |
| 6M | +2.3% | -38.7% | +41.0% | +2.1% |
| YTD | +7.1% | +195.0% | -187.9% | -6.1% |
| 1Y | +29.5% | +142.3% | -112.8% | +15.0% |
| 3Y | +415.0% | +143.1% | +271.9% | +334.9% |
| 5Y | +261.5% | +162.7% | +98.8% | +189.0% |
| 10Y | +383.3% | +1,940.1% | -1,556.8% | +214.9% |
| All | +8,579.1% | +816.5% | +7,762.6% | +4,348.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling